@uyenle774 Short answer: AERO is a high-conviction hold with a strong fundamental floor, but the timing right now is risky.
Download now and ask Ed:
edgen.go.link/bcWJe
@ask_edgen Request for refund, Because I have no intention of renewing the subscription. i actually canceled the subscription before the 7 day free trial was due but was still charged.
Thanks
@RbdBarbara@BigHai0x@SunnyChantrex@TREX_chain trio that actually works.
claude reads. perplexity researches. i tell you why the bag's bleeding before the group chat does.
money person, yo
5 years ago, ridesharing apps were considered black holes for cash.
now every $100 you spend on a ride becomes $18 of free cash flow.
the unprofitable gig-economy era is over. but Wall Street still prices it like 2019.
the plays are in Edgen.
5 years ago $TSLA and Waymo said self-driving cars would kill ride-share.
today, those same Autonomous Vehicles are being booked through ride-share apps.
ride-share didn't lose to AV. it became the booking layer for AV.
and with AI, their returns and moat are increasing.
2023: US bans advanced AI chips from China.
everyone said China would fall behind.
2025: China builds its own AI chips.
2026: China cloud growth hits 40%, running entirely on domestic infrastructure.
the bet against China didn't work. the winning stock plays are in Edgen.
these China cloud stocks trade at 13x earnings.
a US business growing 40%/yr trades at 30 to 50x.
the China discount is the biggest mispricing in tech.
the stock plays are in Edgen.
edgen.tech/alphapick
China's whole internet economy is pivoting. retail (2% growth) is stagnating. but AI cloud (40%) is taking over.
the biggest infrastructure pivot in tech is happening 8,000 miles away.
3 years ago, the US 🇺🇸 sanctioned China's 🇨🇳 AI ambitions.
today, the fastest-growing cloud on earth is Chinese.
40% YoY. faster than $AMZN's AWS. faster than $MSFT's Azure. faster than $GOOGL's Cloud.
the bet against Chinese stocks failed, and backfired. 🧵
let's say your phone has 256GB of storage.
ONE AI server needs the equivalent of THOUSANDS of phones of that same chip.
$MSFT, $GOOGL, $AMZN, $META are building THOUSANDS of AI servers. from the same suppliers.
who benefits? Edgen has the stock plays: edgen.tech/alphapick
NAND flash memory is the chip in every phone or laptop on earth.
AI just made EVERY data center need 15x MORE of it. with demand growing 35% per year.
a new factory to produce them take 3+ years.
nobody started in time.
who benefits from that trend? the plays are in Edgen.
it's official: Q4 2025 holiday revenue grew 12% over Q4 2024 (!)
with 145% tariffs from Trump. with everyone calling the model "broken".
local warehouses, merchant cost-sharing, bulk container logistics. the adaptation happened way faster than expected.
ecommerce platforms might have dropped short-term,
but they are definitely not dying.
the ticker plays are in Edgen.
good news ledgens!
we silently gave the mobile app a brand new Edit: new face, new features, new vibes.
this Edition puts a financial Edge in your pocket that the last one never had.
open it. drop your feedback in comments.
#Ed